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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

57 hedge funds and large institutions have $147M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 11

65% more capital invested

Capital invested by funds: $89.5M → $147M (+$58M)

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

10% more funds holding

Funds holding: 52 → 57 (+5)

9.08% more ownership

Funds ownership: 61.45% → 70.53% (+9.1%)

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
26
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFWM
Motley Fool Wealth Management
Virginia
+$27.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$7.69M
3
Wells Fargo
Wells Fargo
California
+$2.83M
4
CG
Colony Group
Massachusetts
+$2.7M
5
Bank of America
Bank of America
North Carolina
+$2.69M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.41M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.38M
3
Wolverine Trading
Wolverine Trading
Illinois
-$728K
4
ADL
Asset Dedication LLC
California
-$415K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$288K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
26
Cypress Wealth Services
California
$656K +$636K +30,122 New
NCM
27
Novare Capital Management
North Carolina
$568K +$551K +26,100 New
CPIG
28
Chicago Partners Investment Group
Illinois
$553K +$1.27K +60 +0.2%
HH
29
Hilltop Holdings
Texas
$483K – – –
Stifel Financial
30
Stifel Financial
Missouri
$468K +$210K +9,951 +86%
EI
31
Ellevest Inc
New York
$417K +$63.4K +3,003 +19%
BCFS
32
Butensky & Cohen Financial Security
Florida
$416K +$116K +5,505 +41%
RJA
33
Raymond James & Associates
Florida
$405K -$4.45K -211 -1%
CAN
34
Cetera Advisor Networks
California
$374K +$10K +476 +3%
ECM
35
Exchange Capital Management
Michigan
$347K +$86.1K +4,079 +34%
TA
36
TCG Advisors
Texas
$341K +$20K +950 +6%
WIA
37
Wealthstreet Investment Advisors
Texas
$294K +$285K +13,500 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$261K +$38.2K +1,810 +18%
TPW
39
Tiller Private Wealth
Pennsylvania
$250K – – –
MML Investors Services
40
MML Investors Services
Massachusetts
$223K +$216K +10,226 New
FCA
41
FinTrust Capital Advisors
South Carolina
$214K +$14.5K +686 +8%
RFWA
42
RPg Family Wealth Advisory
Massachusetts
$207K +$200K +9,500 New
Osaic Holdings
43
Osaic Holdings
Arizona
$174K +$102K +4,815 +152%
SPIA
44
Steward Partners Investment Advisory
New York
$135K +$131K +6,193 New
IBOK
45
Independence Bank of Kentucky
Kentucky
$115K – – –
FHA
46
First Horizon Advisors
Tennessee
$84K +$81.2K +3,850 New
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$55K +$53K +2,512 New
GI
48
GS Investments
Minnesota
$47.9K – – –
AIP
49
Ameritas Investment Partners
Nebraska
$47K +$5.28K +250 +13%
AF
50
Advisornet Financial
Minnesota
$38K – – –
1
2
3

BSCR Hedge Fund Activity: Q2 2020 in Review

57 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q2 2020, worth a combined $147M — up 65% from $89.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BSCR positions and 8 closed out — a net gain of 5 holders — while 26 added to existing stakes and 11 trimmed.

The largest buyer was Motley Fool Wealth Management, opening a new position worth an estimated $27.9M. The largest seller was Jane Street, cutting an estimated $3.41M.

  • 57 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q2 2020, up from 52 in Q1 2020.
  • Funds reported $147M of Invesco BulletShares 2027 Corporate Bond ETF stock for Q2 2020, up 65% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q2 2020 and 8 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q2 2020 was Motley Fool Wealth Management, an estimated $27.9M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q2 2020 was Jane Street, an estimated $3.41M sold.

Based on aggregated 13F filings for Q2 2020.